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VP, High-Net-Worth Client & Planning

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: CNI Consulting Inc.
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: VP, High-Net-Worth Client Growth & Planning
A leading fiduciary firm in Tampa is looking for a Client Development Financial Services Vice President. This role involves growing business through existing and prospective high-net-worth clientele, focusing on financial planning and portfolio service analysis. Ideal candidates have over 5 years of experience in client-facing roles and relevant financial designations. Competitive benefits include a salary with uncapped commissions, paid medical coverage, and a 401(k) match.

The position offers a dynamic working environment and significant growth potential.
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